Coldstream

Our offices will be closed today in observance of Good Friday. We hope you enjoy your long weekend!

Big changes are coming to the #PacificNorthwest tax landscape🌲 Our latest update breaks down new proposals in WA and OR and what they could mean for high-income households and #businessowners. Now is the time to revisit your #TaxPlanning strategy: 📘ow.ly/84wv50YBRUO

In Ep 85 of #TheCOORoundtable, Josh Brier of Connecticut Wealth Management and Aldo Tarantini of Family Management Corporation join us to discuss the role #Operations plays in shaping the #ClientExperience and driving firm success. 🎙️Full episode: coldstream.com/insights/the-c…

Proud to celebrate Anne Marie Stonich as a 2026 Pathfinder #Award winner, recognized in @wealth_report for her leadership in #AdvancingWomen in #WealthManagement. This award highlights both the progress made and the critical work still ahead. 📰ow.ly/Vf2A50YBwEt

Happy #5Year #WorkAnniversary to Sim Bajaj!🎉 As a Senior Client Team Operations Manager with a decade+ of RIA experience, Sim works with her team to implement new client processes. We thank Sim for her contributions to Coldstream and her dedication to enhancing people's lives!

#Philanthropy is about more than tax efficiency; it’s about purpose.🎯 In our article in @PDXBIZJournal, we explore how thoughtful philanthropic planning helps families align their #FinancialSuccess with the causes and communities they care about most. 📘ow.ly/1Kvf50YzQWu

Welcome to the team, Maddox Boyce! As a Client Service Associate in our Bellevue, WA, office, Maddox will work with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #ClientService #RIA

🎙️Our #WomenAndWealth group sponsored a podcast, “Navigating Divorce,” to share their insights on #divorce, which can be challenging but also ultimately lead to #empowerment and personal growth. Listen to the full discussion at the link below: 📰ow.ly/3KPt50YyosQ

Coldstream is an #EmployeeOwned #RIA and now has 167 #shareholders! We believe that by having broad employee ownership, we can motivate, attract, and retain the industry's best talent - in turn furthering our mission of enhancing people's lives.

🎙️#TheCOORoundtable #podcast was named #6 on @ClientWise's 19 Practice Management Podcasts to Elevate Your Business list in 2026! Thank you to our host, our wonderful guests, and our marketing team working behind the scenes to make this possible! ow.ly/Xexz50Yw623

Welcome to the team, Keely Suratt! As a Client Service Associate in our NE Portland, OR, office, Keely will work with busy individuals and families to provide worry-free solutions to some of their daily stressors. #NewTeamMember #ClientService #RIA

In our #AskTheExpert video series, Rachel McCracken, CFA®, MBA, sits down with Amy Egtvet, CTFA, CEO & Co-Founder of WE Trust Company, and Carvell Taylor, CTFA, Director of Trusts, to share their insights on professional #trustees. 🎥ow.ly/uzu350Yw2FP

Happy #15Year #WorkAnniversary to Howard Coleman! Howard serves as Coldstream’s chief legal General Counsel and as a Managing Director with Coldstream’s Fund Management team. We thank Howard for his many contributions to Coldstream and his dedication to enhancing people's lives!

Naming a #trustee is just as important as deciding who #inherits your assets. 🛡️ In our latest article, read about what a trustee actually does and why this may be one of the most important decisions in your #EstatePlan. 📘ow.ly/KqS550YtP2L

🚨Update to Social Security log-in🚨 If you visit the Social Security website, you'll be prompted to select 1 of 2 new secure methods for logging into your SS account. Both are secure and easy to use; select the 1 that's the best fit for you. 📘Read more coldstream.com/insights/new-w…

Our #BusinessAdvisory Group celebrates 1 year operating under Coldstream Capital Partners, following 30+ years as Rainier Group🎉 The group has expanded its service offerings and industry expertise, completing a number of noteworthy client engagements. 📙ow.ly/5GxF50Ys2F6

#Welcome to the team, Jackson Carter! As a Retirement Plan Specialist in our NE Portland, OR, office, Jackson supports our Retirement Plan Advisor in providing defined contribution and benefit, and non-qualified plan advisory services to #RetirementPlan sponsors.

This #WomensHistoryMonth and #InternationalWomensDay, we’re proud to spotlight the women #FinancialAdvisors at Coldstream who guide, support, and empower our clients every day.🌟 💭Interested in learning more? Visit ow.ly/E8Be50YpiXc

Happy #10Year #WorkAnniversary to Rachel McCracken!🌟 As a Team Lead & Wealth Manager, Rachel has dedicated her career to helping clients understand their personal financial goals and how to achieve them. Thank you, Rachel, for your dedication to enhancing people's lives!

Being named the executor of an estate is more than a legal title; it’s a role rooted in trust.🛡️ Our latest article breaks down what it means to serve as an executor, from core responsibilities and fiduciary duty to when to seek support. 📘ow.ly/IKlI50YpiOL